See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,067 | $84,695-46.8% | $73,843-39.0% | $125,391-64.1% |
| Participation rate | 46.7% | 76.8%-30.1pp | 73.4%-26.8pp | 83.2%-36.5pp |
| Annual return | 3.27% | 3123.53%-3120.3pp | 2267.84%-2264.6pp | 282.22%-278.9pp |
| Employer contribution / active EE | -$909 | $3,123-129.1% | $2,787-132.6% | $4,866-118.7% |
| Participant deferral / active EE | $867 | $3,992-78.3% | $3,583-75.8% | $5,352-83.8% |
| Admin fee / account holder | $2,061 | $5,691-63.8% | $4,880-57.8% | $9,540-78.4% |